ORealty IncomeBullishRealty Income
6d ago on
I think that $O could hit $100 per share by 2030. Here is how: https://t.co/M1vbDe6LJD
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CEO Leonberg Capital • Author of "The REIT Advantage" • I share my thoughts on the latest REIT investment opportunities.
Cite asCryptoQuant has tracked the directional calls on O by @askjussi on X since Jan 2022: not yet scored on O (as of Nov 11, 2026).
Other assets covered (32)
Relative view by default: Jussi Askola leans one way on 100% of days, so a softer or opposite tone stands out against their usual stance.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @askjussi to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
I think that $O could hit $100 per share by 2030. Here is how: https://t.co/M1vbDe6LJD
View original →One of the biggest potential advantages of Realty Income's ($O) data center strategy is that these properties often require hundreds of millions or even billions in capital. Its massive scale, A-rated balance sheet, and new asset management platform could give it a competitive advantage over smaller net lease REITs.
View original →The market still views Realty Income ($O) as a boring retail-focused net lease REIT. But that could change as it expands into data centers. If investors eventually begin viewing it as an AI infrastructure beneficiary, its valuation multiple could expand significantly. Meanwhile, investors collect a nearly 6% dividend yield.
View original →Realty Income ($O) could eventually become a hybrid between a traditional landlord and a Blackstone-like asset manager. By raising private capital to invest alongside its own balance sheet, it could earn additional fee income, boost acquisition spreads, and grow without relying as heavily on issuing new shares.
View original →I recently met Realty Income's ($O) CEO in Milan. One of my biggest concerns has always been its massive size, which makes it harder to grow. But he made an interesting point: That same scale allows Realty Income to pursue billion-dollar data center investments that smaller REITs simply cannot handle.
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